JIR
Data Analysis Consulting
General Direction · Human Resources · Marketing · Sales Department · Finance · Logistic · Production / Operations
Departmental Budget Management Dashboard
The client requested a solution to manage and monitor the annual budgets of different departments — Marketing, Engineering, IT, Logistics, Services, and Sales. The main objective was to improve financial control across all areas and increase managers’ awareness of their departmental spending throughout the year.
Project Overview
The dashboard allows tracking key indicators such as budget execution percentage, remaining budget, spending trends, interdepartmental comparisons, and Forecast vs. Actual performance, among others. This provides a comprehensive view of budget utilization and supports more informed, data-driven financial decisions.
Tools Used
- Power BI for dashboard creation
- SQL Server for data storage
- Power Query & DAX for KPI calculations
Process
- Define objectives and requirements.
- Analyze and prepare the data from data source in SAP.
- Build the data model Create the analytical model with relationships, measures, and business logic.
- Build dashboards, verify calculations, test with users, and make adjustments.
- Publish to production, train users, monitor performance, and update the project as needed.
